What can I manage in Data Parrot's Settings page?

The Settings page is the control center for managing your Data Parrot account. It provides administrative control over user access, integrations with external platforms like HubSpot, user management, and subscription management. The page is organized into distinct tabs: User Management for controlling team access, Integrations for external connections, AI Mapping for pipeline interpretation, and Subscription Management for billing and plan details.

What's the difference between Essential and Pro plans in Settings?

Essential users have access to basic user management and integrations only, while Pro users get full access to all tabs, including AI Mapping, detailed user permissions, and subscription management. Essential users see a 'Data Parrot Plans' tab where they can upgrade to Pro for additional features.

Settings & Configuration

The Settings (opens in a new tab) page is the control center for managing your Data Parrot account.

You can do the following:

User Management: Add, edit, or remove users and assign roles to control access levels.
Integrations: Make adjustments to your HubSpot integration including activating Accelerated Sync and pushing Data Parrot AI Analysis to HubSpot custom properties. Learn more about integrations →
AI Mapping: Review how Data Parrot's AI interprets your pipelines.
Subscription Details: Review your plan details and manage your billing.
Read more on our website (opens in a new tab): Learn more about integrations with various platforms.

User Management

User Management Page Overview

The User Management tab is where administrators control team access and permissions.

Data Parrot Essentials users can add users and adjust their permissions and notification settings.

Data Parrot Pro users can also personalize notification settings per user - for example, the email notifications can be filtered by Pipeline/Stage and Deal Owner. A summary of seats in use is also displayed.

User Management in Data Parrot Settings (Pro)

Adding / Updating Users

To add a user, click the "Add User" button and choose the user from the dropdown. This is a list of HubSpot users - they must have already been added to HubSpot to be added to Data Parrot.

Very Important: Any User of Data Parrot can see all data from HubSpot. This is usually common in HubSpot - all users can see everything - but it is important to know that this is the case.

*Note: If they were just added to HubSpot, the users should show up in Data Parrot shortly after they’re added in Hubspot *

Adding & Configuring a Data Parrot User

Configuration Options:

Is Admin: This is a toggle to make the user an administrator. Administrators can add additional Data Parrot users.
Notifications: Select whether the user should receive daily and/or weekly email notifications. Slack is available to choose but the integration is not yet available.
Pipeline & Stage Filters: Select the Pipeline/Stage filters for the Notifications.
Deal Owner Filters: Select the Deal Owner filters for the Notifications.

Both the Pipeline/Stage and Deal Owner filters will apply to the daily & weekly email notifications.

Note: If you add another user but are already at the limit of purchased users, the new user will be pro-rated on the next invoice in the billing cycle.

AI Mapping

The AI Mapping tab lets you understand and customize how Data Parrot's AI interprets your sales pipeline. This is for interest only and is a way to ensure that Data Parrot understands what each Pipeline & Stage means.

Subscription Details / Data Parrot Plans

If you are a Data Parrot Essentials user (Free), you will see a "Data Parrot Plans" tab. This is where you can upgrade to a Pro plan.

If you are a Data Parrot Pro user, you will see a "Subscription Details" tab. This is where you can review your plan details and manage your billing.

Data Parrot Essentials Users

If you would like to upgrade to a Pro plan, you can do so here. Choose the term (monthly or yearly) and click Subscribe.

You will be presented with a pop up to confirm your details for your subscription. You can add additional users at this point, or later if you choose to add more users in User Management.

Subscription Details

If you are a Data Parrot Pro user, you will see a "Subscription Details" tab. This is where you can review your plan details and manage your billing.

Data Parrot Subscription Details

There are three tabs on this page:

Overview - where you can review your plan details, add or remove seats, and manage add-ons.
Payment Method - where you can update your payment method.
Billing History - where you can review your billing history.

Overview

This page provides you with the following information:

Current plan and renewal date
Upgrade or downgrade your plan
Number of users and seats
Manage Seats - add/remove users
Add-ons - manage your add-ons

Data Parrot Manage Seats

Payment Method

This page allows you to update your payment method with a "Manage Payment Methods" button.

Data Parrot Manage Payment Methods

Billing History

This page allows you to review your billing history and invoices.

Data Parrot Billing History

Custom Properties User Management